‘Financial Markets and Investment’

 Simplified version of teaching syllabus

Course Number:              2110020714

Course Name:                 Financial Markets and Investment

Instructors:                      PengBo

Required Text:                 Zhang yichun. Financial market(6th Edition)[M]. BeiJing: Higher

Education Press,2022.

Course Description:          This course is an elective course for financial management majors. The purpose of the course is to train students to become financial management practitioners who have financial related business knowledge and can provide decision-making reference for enterprises. Therefore, through the teaching of this course, students are required to understand the structure and operation mechanism of the financial market, as well as its functions, functions and characteristics, be familiar with the basic principles related to investment, comprehensively master the basic concepts, basic theories and basic technologies of different financial markets, and promote students to improve the professional quality of financial management practitioners under the realistic background of the integration of industry and finance and multi-disciplinary cooperation.

Credit/Teaching Hours

Summary of UG CPC Topics Covered in this Course:                 (3.5 Credits/56 TeachingHours)

   I.   Introduction to the Course                                                             2 Teaching Hours

-Overview of financial markets

      -Classification and function of financial markets

       -Financial market formation and development trend

  II.   Currency Market                                                                           6 Teaching Hours

-Currency market overview

    - Interbank market and repurchase agreement market

-Commercial paper market

-Large-denomination certificates of deposit

-Short-term government bond market

- Money market mutual funds

III.   Capital Market                                                                  6 Teaching Hours

        -Bond market

        -Stock market

         -Fund market                                                                                   

IV.          Forex Market                                                              6 Teaching Hours

        -Structure and operation mechanism of foreign exchange market

         -Foreign exchange market trading mechanism

-Exchange rate manipulation case study

  V.   Financial Asset Value Analysis                                            6 Teaching Hours

        -Bond value analysis

        -Common stock value analysis

-Basis of option value analysis

VI.   Financial Derivative Market                             6 Teaching Hours

-Financial futures market

-Financial forward

-Financial options market

-Financial swap market

-Mortgages and securitized assets

VII. Basic Analysis of Securities Investment                   4 Teaching Hours

-Basic analysis method and analysis index of securities investment

-Common ways to influence A-share valuations                       

VIII. Interest Rate and Interest Rate Term Structure             4 Teaching Hours

-The concept and calculation of interest rates

-Interest rate determination theory

-Term structure of interest rate theory                                     

Ⅸ. Capital Market Theory                                2 Teaching Hours

-Efficiency Market Hypothesis

-Assets Portfolio Theory

-Capital Asset Pricing Model(CAPM)

  X.   Technical Analysis of Securities Investment               6 Teaching Hours

-Graphical analysis

-Technical index analysis

XI.   Securities Investment Returns and Decision Making         6 Teaching Hours

-Financial risk overview

-Measurement of investment returns and risks

-Stock portfolio and venture capital investment

-Risk appetite and indifference curve

-Efficient set and optimal portfolio

-The effect of risk-free lending on efficient set                         

XII.   Financial Market Supervision                              

-The theoretical basis of financial market supervision

-The content of financial market supervision

-Comparison of domestic and foreign financial market supervision

                            2 Teaching Hours

        Total (Teaching Hours)                                                                        56  

                                                                                                            Teaching Hours

Summary of UG CPC Topics Covered in this Course:              (56 Teaching Hours)

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